Global Energy Shortage Sparks Rationing, Looming Lockdown‑Like Shift
Thoughts? We discuss the emerging global energy crisis and fuel rationing measures being implemented worldwide. Countries like Slovenia and South Korea are implementing fuel rationing systems, while others are grounding flights and pushing work-from-home mandates to conserve energy. We explore how this energy shortage could trigger a system-wide shift similar to COVID lockdowns, potentially affecting economies and daily life on a massive scale.
Heat Pumps Slashed Russian Gas Use by Half
When the Ukraine war broke out, the NSC was only talking about LNG. I pushed for heat pumps. They said "cute idea, not gonna happen." Europe proved them wrong — 45-50% reduction in Russian gas through efficiency and heat pumps alone. https://t.co/PmB3c97oaf
2026 Oil Spike Likely Demand‑Killer, Not Bull Market
Oil may spike in 2026—but that’s not a new bull market. In a debt-heavy, fragile system, high prices don’t fuel growth—they crush it. This looks more like a spike that kills demand than a cycle that sustains it. LINK👇 https://t.co/kmq5wrQnHw #Oil #EnergyCrisis #Macro #Geopolitics #OilMarkets
EPA to Halve RIN Value for Imported Biofuels in 2028
Here is the big news from today's RVO announcement: "EPA is announcing that starting in 2028, foreign fuels and feedstocks will receive half the RFS compliance value compared to American-made products, providing American biofuel producers with time to prepare for the...
BBD RIN Gallons Appear to Match Leaked OMB Figures
Will have to do some digging to convert the BBD RIN gallons to physical gallons, but seems very close to the leaked OMB numbers from a couple weeks ago.
EPA Keeps 15 Billion Gallon Biofuel Target Through 2027
🇺🇸The U.S. EPA has finalized 2026 and 2027 biofuel blending volumes (see table below). EPA's report also states: "To provide continued certainty for American corn growers & ethanol producers, EPA will maintain the 15 billion conventional biofuel level for 2026 &...
Oil & Gas Long Setup Sh
$SD Daily. Non-extended oil & gas play. Long setup. Bankruptcy back in 2016, so perhaps the stigma is still there. But sector is bullish & chart overall strong. https://t.co/mwf3OmFEEj
Argentina Permits 15% Ethanol Blend to Curb Soaring Fuel Prices
🇦🇷Argentina on Friday announced it will allow up to 15% ethanol blending in gasoline to combat rising fuel costs. The country's gas prices are up 18% so far in March. https://t.co/yYII0vDBDn
Trump and Netanyahu's Iran Conflict Spikes Global Oil Costs
Thanks to Trump and Netanyahu's war on Iran, oil prices, jet fuel, and virtually everything under the sun, are taking a hit. US-ISRAELI WAR ON IRAN IS COSTING EVERYONE IN THE WORLD AN ARM AND A LEG. https://t.co/rjfW2er9UQ
Iran Conflict Spurs Global South Renewable Shift, Canada Lagging
Why Energy Shocks Like the Iran War Are Accelerating Electrification Canada gets it wrong. Iran war is encouraging Global South (inc Asia) to switch from oil/LNG to renewables/electrotech. #cdnpoli https://youtu.be/7IbLVXk81Ow
Eurozone Ministers Discuss Energy Risks and Immediate Support Options
At the invitation of Eurogroup President Kyriakos (@Pierrakakis), today I addressed Finance Ministers from across the euro zone on the major energy market impacts of the war in the Middle East and the immediate options to support energy and economic...
Two States Surpass 100% Renewable Demand, US Average 25%
In 2025, two U.S. states met >100% of grid + behind-the-meter electricity demand with WindWaterSolar. 14 states met 50-124% of demand: 7 dominated by wind 3 by solar 4 by hydro U.S. average: 25.72% WWS https://t.co/KP3uii4BqI https://t.co/Ntf3DHeGdW
US Must Crush Iran's Hormuz Leverage Before Economy Falters
The Iran-Hormuz conflict isn't a negotiation problem, writes @gbrew24 The core issue isn't whether or not talks happen It's whether the US can break Iran's leverage before economic pressure breaks its ability to continue Iran gets this Markets don't. Not yet.
$0.10 Gas Price Hike Adds
“Every $0.10 rise in the price per gallon means over $12bn of additional spending on gasoline versus 2025” - JPM
Hormuz Is a Military Chokepoint, Not Merely an Insurance Issue
Respectfully, calling Hormuz an “insurance problem” confuses a secondary constraint with the primary one @anasalhajji It's a military & physical chokepoint Insurance can help flows resume at the margin That's not control or securing the Strait for decades.
War Reverses, Not Accelerates, Energy Transition
War doesn’t accelerate the energy transition—it reverses it @RnaudBertrand The energy transition was always wishful thinking but now it's DEAD #EnergyCrisis #Oil #Coal #Climate #Emissions #Hormuz #Geopolitics #OOTT #EnergySecurity https://t.co/bb7OrZIewN
U.S. Pivots to Western Hemisphere Energy, Partnering with Venezuela
My view in the @EpochTimes on the US reducing reliance on Middle Eastern oil: “There is a strategic shift toward a more resilient Western Hemisphere energy bloc... through tighter integration of supply chains ... with Venezuela." https://t.co/DLlkE38yYS
Oil and Inventories Can’t Hit Zero without Industry Collapse
oil on water cannot be drawn to zero commercial inventories cannot be drawn to zero if either is at zero the oil industry quite simply no longer exists https://t.co/pLWqhb6KZB
Oil Market's Health Shown by Zero‑stock Longevity Queries
You know the oil market is in a healthy position when I keep getting questions along the lines of "but what if we just drew every global stock/inventory to zero, how long would that buy us?"
Ceasefire Secures Higher, Long‑Term Oil Price Plateau
"Let's just say on Friday we sign a cease fire and all hostilities cease. We are not going back to 60 bucks (per barrel). There's going to be a geopolitical risk premium built into the price of oil... You will...
Second Fossil Fuel Crisis Threatens Rationing and Societal Collapse
Spoke to @trtworld about the consequences of the second fossil fuel crisis of the 2020s - including extreme limitations, rationing and probably major societal changes if this all keeps getting worse
Investors Should Re‑Think Oil Strategies Amid Geopolitical Shifts
🎙️@DanGreenhaus, Chief Strategist at Solus Alternative Asset Management, joined Dan on the RiskReversal Podcast to discuss oil, geopolitics, and what investors should actually be doing right now. Watch or listen here⤵️ YouTube: https://t.co/4oDI4jZCtw Apple: https://t.co/be7tLqYBWD Spotify: https://t.co/D2BFT1cN2q
Iran War Cripples Hormuz, Triggers Unprecedented Oil Shock
"The biggest supply disruption in history." The war in Iran has closed the straight of Hormuz, damaged energy infrastructure across the region, and sent shockwaves across the global oil & gas industry. It's so big, it's hard to get your...
Stop Senate Bill Subsidizing Utility Monopolies and Wasteful Transmission
Tell your Senator not to subsidize electric monopolies at your expense Electric monopolies love building electric transmission lines, whether they are needed or not, because the government requires consumers to pay for them—meaning a guaranteed profit. That’s why we need transmission policies...
Trump Claims US Oil Independence, Dismisses Hormuz Strait
President Trump says that “we don’t need the Hormuz Strait. We have so much oil, our country is not affected by this.” TRUMP = CLEARLY UNHINGED = HAS LOST TOUCH WITH REALITY. https://t.co/VFVUQDKzXd
Dollar and Oil Hold Steady After Trump’s Iran Pledge
The Dollar and Oil are Bid: The dollar and oil remain firm. The market has a had muted reaction to President Trump’s announcement late yesterday that it will extend its pledge not to strike Iran’s energy infrastructure for ten days...
Brent Surpasses $110 as Hormuz Closure Cuts 15M Barrels Daily
Gm, oil watchers Brent crude back above $110 this morning because—and stop me if you’ve heard this one—the Strait of Hormuz remains shut and the world oil market is losing 15 million barrels every day that remains true https://t.co/jg4V9IlWhv
Solar Capacity Adds 647 GW in 2025, Hits 2.9 TW
647 GW of solar capacity was added globally in 2025, up from 582 GW in 2024. This 11% year-on-year increase in 2025, following an already strong year in 2024, underscores that solar is playing an ever-larger role in the global...
Grid‑scale Li‑ion Capacity Set to Surge to 1 TW By
The first grid-scale Li-ion battery was connected to the grid in 2012. It was 5 MW. Today, 267,000 MW have been deployed globally. By 2030 it could be 800,000–1,200,000 MW. https://t.co/2GoL8W6Rsx
Trump’s Market Impact Fades Within Seconds
That’s oil on left and S&P futures on right. Half-life of Trump jawboning is about 30 seconds now. https://t.co/p9gVQNbsrd
Uncertain Iran Outcomes Deepen Global Energy Crisis
Trump may have a strategy, but that doesn’t make it workable @parpanchi If Iran falls, then what? If it signs a deal, why trust it? Meanwhile the world pays for an irreversible energy shock. #Iran #Trump #EnergyCrisis #Geopolitics @SantiagoAuFund
Pennsylvania's Energy System: Emissions Overview and Future Path
PENNSYLVANIA'S ENERGY CROSSROADS - a briefing paper on the state's energy system and emissions: https://t.co/0PeHKbiekU
Oil Remains Top Allocation, Climbing Higher Today
OIL: continues to be 1 of our Top Asset Allocations and continues higher this morning https://t.co/vvt8Kku9Zm
China Slashes LNG Imports, Pivots to Domestic Gas
China is cutting LNG purchases as the Middle East conflict boosts prices 🇨🇳🚢 📉 March imports are poised to fall to lowest level in 8 years ⚠️ Instead of LNG, China is turning to domestic/pipeline gas. This will help free up supply...
Norway's Path: From Petrostate to Electrostate
📣 From petrostate to electrostate? Our new paper 👇 Norway has some of the most ambitious climate commitments in the world. It also has one of the most powerful petroleum sectors. But how can we escape fossil fuel lock in? https://t.co/r1tkIgaJ2r https://t.co/5HCFLHJ5by
Iran-India LPG Trade Resumes as Strait Reopens
Iran-India fuel trade begins after strait open sesame, first LPG cargo due this week https://t.co/834nbwZFHx via @ETEnergyWorld
JSW Cuts Costs, Risks by Owning Coal Transport Tracks
Owning the tracks means JSW no longer has to rely on third-party infrastructure for coal evacuation, significantly reducing logistical risks and operational costs.
Exide Industries Accelerates Shift to EV Battery Market
This is a significant move for Exide Industries, signaling their aggressive push to pivot from traditional lead-acid batteries to the high-stakes EV ecosystem.
Fuel Quotas Cut 33%: RON95 Squeeze Hits Malaysia
April 1st is judgment day for your fuel tank. The government just slashed Budi 95 quotas by 33% and put diesel on a leash. Are you ready for the RM1.99 squeeze? TLDR List: 1. RON95 quota slashed. 2. Gig workers protected. 3. Diesel limits enforced. 4....
Costa Rica Thrives as Oil Crisis Grips the World
The world is melting down over an oil crisis and meanwhile Costa Rica — who generates 98-99% of their electricity from renewables — is enjoying life unchanged.
Saudi Crude Exports Surge From Western Ports
A Picture Worth a Thousand Words: Saudi Crude Exports from Western Ports Continue to Rise https://t.co/fSDuoL9nVW
Quantum Battery Prototype Achieves Ultra‑Fast Charging
Scientists demonstrate quantum battery prototype with rapid charging #energysky -- via pv magazine global: https://t.co/AxphAp5wAP https://t.co/HjngLBmLdA
Iran War Unleashes Unprecedented Oil Market Disconnect
The complexity, uncertainty and fluidity of the Iran war’s impact on oil markets have made it increasingly challenging to compress analysis into 45-second soundbites in 5-7 minute TV interviews — though I’ve done my best over the past 4 weeks. So...
Aramco Redirects 4 M Bpd, Fastest Global Mitigation
Striking image: dozens of empty tankers queued up at Saudi Arabia’s Red Sea ports, ready to load oil. @saudi_aramco has diverted approximately 4 million barrels per day from its eastern fields to the west. Their rapid and massive response stands...
WTI Prices Surge Despite Rising Inventories, Signaling Urgent Supply
WTI comparative inventory reflected supply urgency over fundamentals CI increased 9.5 mmb but price rose $4.22 week ending March 20 $96.07 was far above any previous yield curve marginal price for current C.I. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
Questioning Trump's Awareness of Current Gas Prices
why would Trump have an idea what people are paying for a gallon of gas?
Global Economy Faces Early Contagion: Rationing, Price Spikes, Policy Shocks
Headlines & tweets about talks & deals are NOISE at this point THE SIGNAL is rationing, price spikes, policy interventions, & rising stress in import-dependent economies We're in the early stage of CONTAGION This time it's not a novel virus It's a heart attack...
Supply Shocks, Not Demand, Drove AI Stock Surge
I have the best stock in USA in my portfolio at 25% of total holdings. My thesis was that AI data centers would need lots of energy. It was a demand-side thesis. But the supply side has really been an unexpected...
Hormuz Closure Threatens Systemic Oil Supply Collapse
This is not a normal supply shock—it’s a systemic break, writes @Rory_Johnston You don’t replace Hormuz with bypass pipelines, SPR releases & sanction waivers You either reopen it—or break the system Markets are betting on a quick fix—but reality says otherwise. https://t.co/J4ZbSY2K9u #Oil #Hormuz...
Trump's TACO Becomes a NACHO
Trump's TACO is now a NACHO, writes @biancoresearch N ot A ctually C hanging H ormuz O pening